Taskip

What It Is

Taskip is an all-in-one agency management and client portal platform built for solopreneurs, freelancers and digital agencies. It consolidates project management, CRM, invoicing, proposals, time tracking, client communication and client portals into one workspace. The platform includes Taspi, a built-in AI agent that handles invoice creation, lead management and project updates through conversational prompts.

What You Build and How

You create projects within the system, assign team members to individual tasks and enable your team to manage work from a unified dashboard. The CRM layer tracks leads from Google, Facebook, Instagram and email, turning them into customers. You can publish a service catalog to productize your services with clear details so leads know exactly what you offer, organize services and products with descriptions and individual pricing for each.

Taskip's project management layer lets you track work progress visually, manage tasks with team collaboration and discussion through built-in chat where team members can comment and have both personal and group conversations. Time tracking and reporting are built in, according to the company's comparison pages.

For client communication, the white-labeled client portal gives access to clients to track work updates and provides full branding with your logo and brand colors. You can add your logo and brand colors to the portal, use your own custom domain (portal.yourcompany.com), customize email notifications with your branding and hide all Taskip branding for a fully white-labeled experience. The homepage says 1,600+ agencies in 40+ countries use Taskip as their client-facing workspace.

Document workflows include proposal and quotation templates where you can add your brand logo and customize templates to fit your branding. Built-in e-signature lets you get papers ready with clicks and enables document sharing within the dashboard. Invoice creation is simple with templates, and the platform accepts payment through 6+ payment gateways including Stripe and PayPal. Clients can view project progress, approve and e-sign documents, share files, open support tickets and pay invoices directly through their portal.

Automation features include custom triggers and workflow automation where you can streamline projects from auto-replies to task management. The company's Moxo comparison describes its automation as more advanced than basic workflow automation. The same page lists integration with popular tools such as Slack and Google Workspace.

Taspi, the built-in AI agent, lets you create invoices, add leads and manage projects "by just asking". The homepage shows it handling invoices, tasks, leads and tickets. Clients join your portal for free through an invitation link and never need a paid seat, and you control what each client can see. Data security includes encryption in transit and at rest, protection with role-based access controls and regular backups. Taskip is GDPR compliant and offers EU data hosting so you stay in control of exactly which team members and clients can see each project, document or invoice.

Evidence from the Pages

Taskip's SuiteDash comparison page says that apart from the free plan, Taskip offers 3 paid plans. Professional is $12/month or $160 lifetime, aimed at freelancers and solo users. Growing Team is $29/month or $375 lifetime, built for small teams. Agency Unlimited is $59/month or $790 lifetime. The Moxo comparison page instead says 4 paid plans plus a free forever plan, and the plan list is not itemized beyond the three above.

The comparison pages describe the full feature set: project management, CRM, proposal and invoice creation, client portal, time tracking and reporting, automation and workflow features, document e-signing and payment processing through multiple gateways. The homepage says the platform replaces ClickUp (project management), PandaDoc (document and e-signature), Slack (communication and collaboration), Calendly (scheduling and booking), QuickBooks (accounting and invoicing), Google Forms (online form and survey), Zendesk (customer support) and other tools.

Taskip integrates with popular tools including Slack and Google Workspace. The homepage prices the stack it replaces, including Trello at $10 per user a month, Slack at $18 a month and Zendesk at $25 per user a month, at $150+ a month in total. A freelance web developer quoted on the Moxo comparison page says Taskip made monitoring project progress effortless.

The homepage shows a 4.8/5 rating, and the Moxo comparison page lists G2 at 4.3/5. The service catalog gives each service its own price, and the team chat supports personal and group conversations.

Support is available through a Discord channel for instant support. The pages mention a free trial with full access to all features including client portal, projects, invoicing, CRM, automation and more, with no credit card required. The platform also offers a 30-day money-back guarantee on all paid plans.

Who It Suits and Who It Doesn't

Taskip is ideal for freelancers, solo consultants and small agencies managing clients across multiple projects and service types without scaling headcount. An agency can track all work, communicate with clients through branded portals, send proposals and invoices, accept payments and collaborate internally within one system. Service-based businesses benefit from the service catalog, lead tracking and automated workflows that handle routine tasks through the AI agent. A freelancer can track leads from social media, convert them into clients through the CRM, create a proposal, get it e-signed, invoice and receive payment all without leaving Taskip or copying information between tools. The white-labeled portal ensures clients never see Taskip branding, maintaining the agency's visual identity throughout the relationship.

The lifetime pricing option for Professional, Growing Team and Agency Unlimited plans offers an alternative to monthly subscription for teams ready to commit. A freelancer could pay $160 once on the Professional plan instead of $12 a month. Taspi lets people create invoices and add leads by asking rather than filling in forms.

The pages position Taskip for solopreneurs and digital agencies, so enterprise teams with large governed deployments are outside its stated audience. The pages name Slack and Google Workspace as integrations, so teams with unusual systems should check the connection exists. Developers who want an escape hatch into code will not find one described. The platform's strength in all-in-one simplicity becomes a weakness if you need extreme depth in one specific function like accounting or project management sophistication. A design studio focused solely on visual project management might find the breadth overwhelming.